Anic Equity¶
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Total return since start: 0.608 %¶
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Equity now: -----------------------------> 49129.84 Kr¶
Max Equity ever reached: ------------> 53120.35 Kr¶
Portfolio value: --------------------------> 45068.63 Kr¶
PnL: ---------------------------------------> 12.63 Kr¶
DD now: ---------------------------------> -7.512 %¶
Max portfolio DD since start: ----> -13.025 %¶
Updated:¶
'2023-07-04 09:18:09.884655'
Anic Portfolio Holdings¶
| volume | changePercent | value | profit | profitPercent | acquiredValue | |
|---|---|---|---|---|---|---|
| name | ||||||
| Hennes & Mauritz B | 9 | 0.560000 | 1670.220000 | 201.220000 | 13.700000 | 1468.999998 |
| Sedana Medical | 93 | 2.900000 | 2643.060000 | 122.060000 | 4.840000 | 2521.000011 |
| Orrön Energy | 180 | 4.110000 | 2141.100000 | 98.100000 | 4.800000 | 2043.000000 |
| Platzer Fastigheter Holding B | 12 | 2.350000 | 992.400000 | 31.400000 | 3.270000 | 960.999996 |
| Hoist Finance | 35 | 0.000000 | 1004.500000 | 24.500000 | 2.500000 | 980.000000 |
| Sagax B | 4 | 1.200000 | 877.200000 | 23.200000 | 2.720000 | 854.000000 |
| Atrium Ljungberg B | 5 | 0.520000 | 957.500000 | 22.500000 | 2.410000 | 935.000000 |
| Catena | 2 | 1.290000 | 813.600000 | 21.600000 | 2.730000 | 792.000000 |
| Hexatronic Group | 12 | 1.460000 | 982.320000 | 15.320000 | 1.580000 | 966.999996 |
| JM | 6 | 0.000000 | 877.800000 | 13.800000 | 1.600000 | 864.000000 |
| BioGaia B | 8 | 0.340000 | 937.600000 | 7.600000 | 0.820000 | 930.000000 |
| Gränges | 9 | 0.780000 | 935.100000 | 7.100000 | 0.770000 | 927.999999 |
| Sagax A | 4 | 0.000000 | 860.000000 | 6.000000 | 0.700000 | 854.000000 |
| Byggmax Group | 33 | 0.550000 | 958.320000 | 2.320000 | 0.240000 | 956.000001 |
| AcadeMedia | 8 | 0.700000 | 403.600000 | 1.600000 | 0.400000 | 402.000000 |
| Clas Ohlson B | 12 | 0.000000 | 974.400000 | 1.400000 | 0.140000 | 972.999996 |
| Bilia A | 8 | 0.000000 | 900.000000 | 0.000000 | 0.000000 | 900.000000 |
| Biotage | 7 | -0.370000 | 939.400000 | -1.600000 | -0.170000 | 940.999997 |
| HEXPOL B | 9 | -0.880000 | 1018.800000 | -2.200000 | -0.220000 | 1020.999996 |
| EQT | 4 | -0.100000 | 827.200000 | -4.800000 | -0.580000 | 832.000000 |
| OX2 | 13 | 0.480000 | 945.100000 | -4.900000 | -0.520000 | 949.999999 |
| Alimak Group | 11 | 0.600000 | 922.900000 | -5.100000 | -0.550000 | 927.999996 |
| ASSA ABLOY B | 3 | -0.730000 | 770.100000 | -8.900000 | -1.140000 | 779.000001 |
| SKF B | 5 | -0.110000 | 931.000000 | -9.000000 | -0.960000 | 940.000000 |
| Creaspac SPAC | 39 | 0.110000 | 3701.100000 | -16.900000 | -0.450000 | 3717.999987 |
| Nordic Waterproofing Holding | 7 | 0.000000 | 943.600000 | -23.400000 | -2.420000 | 966.999999 |
| VEF | 909 | 0.000000 | 1818.000000 | -32.000000 | -1.730000 | 1850.000436 |
| Latour B | 4 | 0.240000 | 820.000000 | -37.000000 | -4.320000 | 857.000000 |
| Vitec Software Group B | 2 | 0.100000 | 1043.000000 | -44.000000 | -4.050000 | 1087.000000 |
| Indutrade | 5 | 1.030000 | 1173.000000 | -45.000000 | -3.690000 | 1218.000000 |
| Addnode Group B | 11 | -2.870000 | 875.600000 | -45.400000 | -4.930000 | 921.000003 |
| Hexagon B | 26 | 0.190000 | 3396.900000 | -64.100000 | -1.850000 | 3461.000010 |
| Bufab | 3 | -1.650000 | 1035.600000 | -73.400000 | -6.620000 | 1109.000001 |
| INVISIO | 16 | 0.220000 | 3608.000000 | -81.000000 | -2.200000 | 3689.000000 |
| BHG Group | 97 | 1.150000 | 1370.610000 | -88.390000 | -6.060000 | 1458.999989 |
| TOTAL | 45068.630000 | 12.630000 | -7.51221% | 45056.000411 |
Updated:¶
'2023-07-04 09:18:26.550300'
None
Last optimization/rebalancing:¶
'2023-06-15'
Next optimization/rebalancing:¶
'2023-07-26'
AVAN-Live vs backtest and OMXSE30 2023¶
Walk forward test results - depending on starting day¶
Equity is shown as log of returns. Returns range by a factor of 10. Best is about 10000%, 100 times money, and worst 1000%, 10 times money in 20 years. Maximal duration for drawdown periods vary between 280-750 days. Worst drawdown across the tests is about 40 %. ¶
